Acclaimed global investor Leah Zell, the founder of Lizard Investors, has quietly formed a bearish view on Woolworths, telling a high-profile conference in Chicago last month the company’s restructuring might be too little, too late.
Ms Zell, regarded as a trailblazer in the field of small- and mid-caps investing, addressed the first Australian Sohn Hearts & Minds conference in Sydney on Friday, where she and Oaktree’s Howard Marks were the only internati…
Read the full article at: http://www.afr.com/markets/woolworths-revealed-as-one-of-leah-zells-short-investment-ideas-20161112-gso2hk